Bachelor’s degree in finance, Business Administration, or related field; Master's degree or professional certification (e.g., CA ACCA, CPA) preferred.
Minimum of 4 years of experience in wealth management, financial planning, or related field, with specific experience working with high-net-worth individuals and families.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
Proficiency in Microsoft Office suite and financial management software (e.g., Excel, CRM systems, Zoho, Quickbooks).
Proven ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.
Attention to detail and commitment to maintaining the highest standards of accuracy and professionalism.
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